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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,774 | $160,028+61.1% | $147,080+75.3% | $145,884+76.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 19.15% | 98.60%-79.4pp | 420.17%-401.0pp | 551.85%-532.7pp |
| Employer contribution / active EE | $863 | $5,286-83.7% | $4,933-82.5% | $4,662-81.5% |
| Participant deferral / active EE | $7,358 | $8,422-12.6% | $8,066-8.8% | $6,690+10.0% |
| Admin fee / account holder | $1,144 | $15,030-92.4% | $12,989-91.2% | $13,392-91.5% |